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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
39
0
2
1
1
0
29
0
1
WELLESLEY INVESTMENT PARTNERS LLC

Time Period2019-06-30

Total Holdings107

Total Value ($x1000)290,338
Activities
New7

Increased24

Unchanged8

Decreased68

Sold Out20

Top 10 Stock Holdingstotal 68.51%
IVV9.99

VEA9.89

BSV9.41

IEF8.97

IJH7.67

 
AGG6.31

SCPB5.31

SCHD4.34

VWO3.97

QQQ2.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.99%
CORE S&P500 ETF
VEA
9.89%
FTSE DEV MKT ETF
BSV
9.41%
SHORT TRM BOND
IEF
8.97%
7-10 Y TR BD ETF
IJH
7.67%
CORE S&P MCP ETF
AGG
6.31%
CORE TOTUSBD ETF
SCPB
5.31%
BARC SHT TR CP
SCHD
4.34%
US DIVIDEND EQ
VWO
3.97%
FTSE EMR MKT ETF
QQQ
2.65%
UNIT SER 1
VTI
2.57%
TOTAL STK MKT
IAU
2.56%
ISHARES
VIG
1.68%
DIV APP ETF
SPY
1.6%
TR UNIT
TMO
1.25%
COM
SPLV
0.83%
S&P500 LOW VOL
MSFT
0.7%
COM
AAPL
0.55%
COM
JPM
0.53%
COM
DIS
0.5%
COM DISNEY
BIL
0.49%
SPDR BLOOMBERG
VZ
0.46%
COM
JNJ
0.46%
COM
PG
0.45%
COM
MA
0.45%
CL A
PFE
0.41%
COM
CSCO
0.4%
COM
QCOM
0.39%
COM
UNP
0.38%
COM
ACN
0.36%
SHS CLASS A
MCD
0.35%
COM
UTX
0.34%
COM
PEP
0.33%
COM
HD
0.33%
COM
TEL
0.33%
REG SHS
AMGN
0.33%
COM
AVGO
0.32%
COM
MDT
0.32%
SHS
VFC
0.31%
COM
HON
0.31%
COM
VEU
0.3%
ALLWRLD EX US
GILD
0.3%
COM
BR
0.3%
COM
PSX
0.3%
COM
BA
0.29%
COM
CVS
0.28%
COM
CB
0.28%
COM
C
0.28%
COM NEW
ABT
0.27%
COM
TJX
0.27%
COM
RDS/B
0.26%
SPON ADR B
LYB
0.26%
SHS - A -
XEL
0.26%
COM
EXC
0.26%
COM
T
0.25%
COM
MDLZ
0.25%
CL A
ENB
0.25%
COM
DAL
0.23%
COM NEW
RHP
0.23%
COM
PNC
0.23%
COM
RCL
0.23%
COM
AMP
0.22%
COM
TRV
0.22%
COM
STOR
0.22%
COM
STT
0.22%
COM
IVOO
0.2%
MIDCP 400 IDX
XOM
0.2%
COM
NKE
0.18%
CL B
INTC
0.18%
COM
ADP
0.18%
COM
RTN
0.17%
COM NEW
SHV
0.16%
SHRT TRS BD ETF
ITW
0.14%
COM
ESGD
0.14%
MSCI EAFE ESG
DEO
0.14%
SPON ADR NEW
IWM
0.14%
RUSSELL 2000 ETF
BRK.B
0.13%
CL B NEW
SYK
0.13%
COM
APD
0.12%
COM
QUAL
0.12%
MSCI USA QLT FAC
MMM
0.12%
COM
PWV
0.12%
DYNMC LRG VALU
GSLC
0.12%
EQUITY ETF
AMZN
0.12%
COM
LMT
0.11%
COM
ACWX
0.11%
MSCI ACWI US ETF
PRF
0.11%
FTSE RAFI 1000
GOOG
0.11%
CAP STK CL C
ITR
0.11%
INTR TRM CORP BD
EFAV
0.1%
EAFE MIN VOL ETF
CSX
0.1%
COM
TXN
0.09%
COM
V
0.09%
COM CL A
BND
0.08%
TOTAL BND MRKT
GOOGL
0.08%
CAP STK CL A
CMCSA
0.08%
CL A
KO
0.08%
COM
MRK
0.08%
COM
CL
0.08%
COM
VB
0.08%
SMALL CP ETF
WM
0.07%
COM
EMR
0.07%
COM
CVX
0.07%
COM
ADI
0.07%
COM
ORCL
0.07%
COM
SBUX
0.07%
COM
RBS
0.02%
SPONS ADR 20 ORD
DWDP
0.37%
COM
MGP
0.34%
COM
MCHP
0.34%
COM
CFG
0.31%
COM
GM
0.31%
COM
CNP
0.3%
COM
SNY
0.25%
SPONSORED ADR
TPR
0.2%
COM
WFC
0.12%
COM
BMY
0.1%
COM
BAC
0.1%
COM
DHR
0.09%
COM
GLD
0.09%
GOLD SHS
LLY
0.08%
COM
ABBV
0.08%
COM
VLO
0.08%
COM
MMC
0.08%
COM
ETN
0.08%
SHS
UL
0.07%
SPON ADR NEW
SJM
0.07%
COM NEW